See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,233 | $111,535-34.3% | $105,223-30.4% | $137,256-46.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 33.53% | 237.85%-204.3pp | 180.65%-147.1pp | 220.34%-186.8pp |
| Employer contribution / active EE | $2,390 | $3,939-39.3% | $3,689-35.2% | $4,156-42.5% |
| Participant deferral / active EE | $5,390 | $5,500-2.0% | $5,072+6.3% | $6,407-15.9% |
| Admin fee / account holder | $1 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |